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This list is a compilation of the largest money managers in Wayne, Oakland, Macomb, Washtenaw and Livingston counties. Assets under management with discretion gives a firm the authority to manage assets and to decide which securities to purchase and sell for the client, and decide which investment advisers to retain. Assets under management non-discretionary requires clients to approve transactions recommended by the money manager before they can occur and may include advisory services, analysis and monitoring of accounts and investments. Information is from the company or the Form ADV, which is used to register an investment adviser with the U.S. Securities and Exchange Commission. It is not a complete listing but the most comprehensive available. NA = not available.1
Owned by Victory Capital Management Inc. (Ohio) and operates as a Victory Capital investment franchise.